The easy, secure way to collect documents from clients
Build checklists, invite clients with magic links, and review submissions in one place — without endless email back-and-forth.
Launch offer
The first 20 clients get 3 months free.
No credit card or payment required to get started for this launch.
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Who uses DocuCollect?
Accounting & bookkeepingLaw firmsDigital agenciesMortgage & financeReal estate agencies
Tired of chasing down documents?
You need clients to send files and information so you can do your work — but collecting it becomes the work. Email threads pile up, items get forgotten, and deadlines slip. DocuCollect turns the chase into a clear checklist your clients can complete at their own pace.
How it works
Three steps to organized client documents
- 01
Build a checklist
Create a project form from a template. Define every document or text field you need, with clear instructions for clients.
- 02
Invite clients securely
Send a magic link by email. Clients sign in without a password and land directly on their checklist.
- 03
Review and approve
Download submissions, approve or reject individual items, and leave comments — all in one workspace.
Why DocuCollect
Everything you need to collect and review client documents
Reusable templates
Start from predefined form templates and reuse them across every new client or project.
Item-level feedback
Reject only the fields that need changes and discuss requirements right on each item.
Client image-to-PDF tool
Clients turn messy phone photos into one clean PDF before they submit — so your team stops copy-pasting screenshots into Word just to get a usable file.
RGPD-compliant & Europe-hosted
DocuCollect is RGPD compliant. Every company's data is isolated with row-level security, and all files and data are stored in Europe — never in email attachments.
Multi-company clients
One client account can access forms from every company that invites them — no duplicate logins.
Data protection
RGPD compliant — data stored in Europe
DocuCollect is designed to meet RGPD requirements. Your clients' documents and personal data stay in European data centers, with tenant isolation and private storage so information never leaves the EU for processing or hosting.
Frequently asked questions
What is DocuCollect?
- DocuCollect is a secure document collection platform for professional teams. You build client checklists, invite clients with magic links, and review submissions in one multi-tenant workspace — without relying on email attachments.
How is this better than collecting documents by email?
- Email has no shared checklist, no clear status for each file, and weak control over sensitive attachments. DocuCollect shows what is still missing, lets you approve or reject items individually, and keeps client documents in a private, Europe-hosted workspace.
Do clients need a password?
- No. Clients open a secure magic link from their invite email, land on their checklist, and can submit documents without creating another password.
Is DocuCollect RGPD-compliant and Europe-hosted?
- Yes. DocuCollect is designed for RGPD requirements, with tenant isolation and private storage in European data centers so client documents and personal data stay in the EU.
Explore DocuCollect
Guides and pages to help you collect client documents without the chase.
Ready to stop chasing documents?
Sign in with your email to access your workspace. Company owners and invited clients each get a magic link — no passwords required.
Launch offer
The first 20 clients get 3 months free.
No credit card or payment required to get started for this launch.